Andrew
Young

Ae Wealth Management, LLC

CRD#6318832
Investment Advisor
in Orlando, FL

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About this Advisor

Andrew Young is a financial advisor who works in Orlando, Florida, who has been in the advisory business for 10 years. Young works at Ae Wealth Management, LLC. During their career, Young has held roles at Dlana Bodmer Insurance Agency, State Farm Vp Management Corp, Verizon Wireless, Lebanon Lawn Care, Andrew Young Insurance Agency, Allstate Financial Services, LLC, Significant Wealth Management Dba The Lifewealth Group, Global Financial Private Capital, LLC, Gf Investment Services, LLC, Madison Avenue Securities, Insuredbyandy and Ae Wealth Management, LLC. Young has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Ae Wealth Management, LLC is a registered investment firm that has its headquarters in Orlando, Florida. The investment advisory business has offices in 323 locations and a total of 475 financial advisors. It administers $9 billion in assets under management among its 74,292 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 74,292 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ae Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which service is offered. Fees billed by Ae Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7335 W. Sand Lake Rd. Ste. 390
Orlando, FL 32819

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

FL Average: $2,243,162,756
Total Number of Employees

475

FL Average: 44
Total Number of Accounts

74,292

FL Average: 4,091
Average Account Size

$115,541

FL Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Andrew Young Work History

Andrew has 10 years of experience.

2018 - Present (3 years)

Madison Avenue Securities

2018 - Present (3 years)

Ae Wealth Management, LLC

2017 - Present (4 years)

Significant Wealth Management Dba The Lifewealth Group

2017 - 2018 (1 year)

Global Financial Private Capital, LLC

2017 - 2018 (1 year)

Gf Investment Services, LLC

2016 - 2017 (1 year)

Allstate Financial Services, LLC

2016 - 2016 (< 1 year)

Insuredbyandy

2014 - 2016 (2 years)

State Farm Vp Management Corp

2014 - 2016 (2 years)

Andrew Young Insurance Agency

2013 - 2014 (1 year)

Dlana Bodmer Insurance Agency

2013 - 2013 (< 1 year)

Lebanon Lawn Care

2010 - 2013 (3 years)

Verizon Wireless

Disclosures

Andrew Young has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Steven Rosborough
Melbourne Beach, FL
Bradley Barkate
Bakersfield, CA
Benjamin Schrock
Wadsworth, OH
Joshua Lewis
Loveland, CO
James Byrd
Daphne, AL
Colleen Lemasters
Wadsworth, OH
Tyler Zavala
Peoria, AZ
Gabriela Nioce
Topeka, KS

This content was compiled from the SEC and FINRA.

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